The methodologies we ship, documented.
Six reusable frameworks we bring to every regulated-filing and pipeline-heavy services engagement. Distilled from real client work, abstracted so the methodology travels. Authored for BD reference, published so our prospects can see we've thought it through.
6 methodologies, each self-contained.
Every framework is usable on its own and composable with the others. The phased delivery playbook wires them into a single engagement.
Stage-Gated Pipeline Automation
Eight deal stages, explicit gates on every transition, and AI-owned stages where the board moves itself. A repeatable blueprint for any pipeline-heavy services firm.
AI Document Processing Agent
An 11-step daily pipeline that reads e-signed PDFs, compares client intake against authoritative source documents, populates forms, and drafts emails — with a named operator-review gate before anything leaves the system.
Intelligent Routing Agent
A dual-trigger AI agent that watches Trello, Drive, and inbound email for case notifications — classifies the document, extracts award amounts, generates invoices, and routes deals to Won, Lost, Deferred, or Hold automatically.
CRM-Native Intake Migration
Retire the Google Drive intake spreadsheet. Replace it with CRM-native custom properties on the Contact record and a deal-creation trigger that fires the moment an operator logs the meeting. Every downstream AI workflow depends on this being clean.
Drawing the AI–Human Line
Before we wire a single agent, we decide — in writing — what AI owns, what a human owns, and where the handoff lives. This is the framework that keeps AI projects from becoming political grenades.
The Phased Delivery Playbook
Six self-contained phases. Each one ships with its own build, integration, UAT, and training. When a phase completes, the team uses that part of the workflow immediately — no waiting for the full system to finish.
Pick a framework. Start there.
Every engagement starts with one. We scope, build, and hand off in phases — usable from phase one. No twelve-month builds with nothing to show for quarter three.